 应用材料AMAT |
| 11.13% | 7.17% | $1,856.6万 | 2.6万股 | $1,264.6万 | 3.7万股 | -1.1万股-30.60% | 减仓 |
 微软MSFT |
| 5.19% | 6.55% | $865.8万 | 2.3万股 | $1,155.3万 | 3.1万股 | -7,998股-25.63% | 减仓 |
 马拉松石油MPC |
| 5.17% | 6.63% | $862.1万 | 3.4万股 | $1,169.6万 | 4.8万股 | -1.4万股-29.61% | 减仓 |
 康宁GLW |
| 4.14% | 3.1% | $690.7万 | 2.7万股 | $546.2万 | 4.0万股 | -1.3万股-32.69% | 减仓 |
| V先锋领航指数基金VOO |
| 4.08% | 3.07% | $679.7万 | 9,230股 | $541.8万 | 9,386股 | -156股-1.66% | 减仓 |
 纽蒙特NEM |
| 3.07% | 4.5% | $512.7万 | 5.5万股 | $793.7万 | 7.3万股 | -1.8万股-25.13% | 减仓 |
 思科CSCO |
| 3.07% | 2.58% | $511.8万 | 4.4万股 | $454.5万 | 5.9万股 | -1.5万股-25.61% | 减仓 |
 慧与HPEHPE |
| 3.06% | 1.75% | $509.9万 | 11.3万股 | $309.3万 | 13.0万股 | -1.7万股-12.99% | 减仓 |
 雷神技术RTX |
| 3.02% | 3.78% | $503.6万 | 2.7万股 | $667.3万 | 3.5万股 | -8,051股-23.27% | 减仓 |
 黑石集团BX |
| 2.75% | 3.75% | $458.5万 | 3.9万股 | $661.6万 | 5.8万股 | -1.9万股-32.28% | 减仓 |
 美光科技MU |
| 2.47% | 0.7% | $412.1万 | 3,570股 | $123.3万 | 3,650股 | -80股-2.19% | 减仓 |
 德州仪器TXN |
| 2.18% | 1.47% | $363.3万 | 1.2万股 | $258.7万 | 1.3万股 | -1,136股-8.52% | 减仓 |
 森科能源SU |
| 2.12% | 2.39% | $352.7万 | 6.6万股 | $420.7万 | 6.4万股 | +2,065股+3.24% | 加仓 |
 NATIONAL FUEL GASNFG |
| 2.11% | 3.1% | $352.5万 | 4.6万股 | $547.2万 | 5.8万股 | -1.3万股-21.61% | 减仓 |
 诺华NVS |
| 1.98% | 2.32% | $329.4万 | 2.1万股 | $409.3万 | 2.7万股 | -5,775股-21.55% | 减仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 1.97% | 2.32% | $328.4万 | 8.9万股 | $410.0万 | 10.8万股 | -1.9万股-17.55% | 减仓 |
 安桥ENB |
| 1.91% | 1.84% | $318.9万 | 5.9万股 | $323.9万 | 6.0万股 | -1,001股-1.67% | 减仓 |
 ALTRIAMO |
| 1.85% | 2.08% | $308.2万 | 4.3万股 | $367.0万 | 5.6万股 | -1.3万股-22.98% | 减仓 |
 默沙东MRK |
| 1.71% | 2.05% | $284.7万 | 2.2万股 | $360.9万 | 3.0万股 | -7,850股-26.16% | 减仓 |
 斯伦贝谢SLB |
| 1.55% | 1.6% | $258.1万 | 5.6万股 | $281.5万 | 5.5万股 | +731股+1.33% | 加仓 |
| MM-TRON INDS INC COMMPTI |
| 1.53% | 0.81% | $255.8万 | 2.6万股 | $143.7万 | 2.2万股 | +4,300股+20.00% | 加仓 |
| QQNITY ELECTRONICS COMMON STOCKQ |
| 1.53% | 1.35% | $255.7万 | 1.6万股 | $238.3万 | 2.1万股 | -5,001股-24.21% | 减仓 |
 EQTEQT |
| 1.49% | 1.83% | $248.1万 | 4.7万股 | $323.1万 | 5.1万股 | -4,102股-8.08% | 减仓 |
 VisaV |
| 1.45% | 1.47% | $242.0万 | 7,053股 | $258.6万 | 8,555股 | -1,502股-17.56% | 减仓 |
 百事可乐PEP |
| 1.4% | 1.44% | $233.1万 | 1.7万股 | $253.3万 | 1.6万股 | +905股+5.55% | 加仓 |
 强生JNJ |
| 1.36% | 1.66% | $226.0万 | 8,899股 | $292.6万 | 1.2万股 | -3,071股-25.66% | 减仓 |
| IiShares安硕·BIOTECHNOLOGYIBB |
| 1.31% | 1.16% | $218.5万 | 1.1万股 | $204.6万 | 1.2万股 | -627股-5.18% | 减仓 |
 康菲石油COP |
| 1.25% | 1.99% | $208.2万 | 2.0万股 | $351.5万 | 2.7万股 | -6,601股-24.79% | 减仓 |
| SSPDR行业精选信托XLE |
| 1.18% | 1.94% | $196.7万 | 3.7万股 | $341.7万 | 5.6万股 | -1.9万股-33.61% | 减仓 |
| RROLLS-ROYCE HOLDINGS P FSPONSORED ADR 1 ADR REPS 1 ORD SHSRYCEY |
| 1.11% | 0.84% | $184.5万 | 9.6万股 | $147.3万 | 9.6万股 | +298股+0.31% | 加仓 |
 M&T银行MTB |
| 1.06% | 1.16% | $176.4万 | 7,412股 | $203.9万 | 9,865股 | -2,453股-24.87% | 减仓 |
 美敦力MDT |
| 1.06% | 1.11% | $176.2万 | 2.3万股 | $195.0万 | 2.3万股 | +12股+0.05% | 加仓 |
| OOVINTIV COMOVV |
| 1.04% | 1.11% | $173.7万 | 3.3万股 | $195.8万 | 3.3万股 | 00.00% | 持仓不变 |
 迈威尔MRVL |
| 1.01% | 0.32% | $168.9万 | 5,670股 | $56.2万 | 5,670股 | 00.00% | 持仓不变 |
 西方石油OXY |
| 0.95% | 1.16% | $157.9万 | 3.3万股 | $204.8万 | 3.2万股 | +1,000股+3.17% | 加仓 |
| MMPLXFFUT |
| 0.91% | 0.87% | $152.1万 | 2.7万股 | $154.1万 | 2.7万股 | 00.00% | 持仓不变 |
| V先锋领航全球基金VIS |
| 0.86% | 0.76% | $143.1万 | 3,970股 | $133.6万 | 4,280股 | -310股-7.24% | 减仓 |
 杜邦DD |
| 0.84% | 0.94% | $140.3万 | 1.0万股 | $165.6万 | 3.6万股 | -2.6万股-71.40% | 减仓 |
| RROUNDHILL ETF TRUSTNCLD |
| 0.81% | — | $135.5万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
 ANTERO RESOURCESAR |
| 0.81% | 0.92% | $134.6万 | 3.8万股 | $162.5万 | 3.8万股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 0.77% | 0.25% | $127.8万 | 2,200股 | $44.8万 | 2,200股 | 00.00% | 持仓不变 |
 EXPAND ENERGYEXE |
| 0.71% | 0.81% | $119.2万 | 1.3万股 | $143.4万 | 1.3万股 | 00.00% | 持仓不变 |
 Arista网络ANET |
| 0.7% | 0.48% | $116.9万 | 6,880股 | $84.5万 | 6,880股 | 00.00% | 持仓不变 |
 PEABODY ENGRBTU |
| 0.64% | 0.86% | $106.4万 | 4.6万股 | $151.6万 | 4.6万股 | 00.00% | 持仓不变 |
| V先锋领航·HEALTHVHT |
| 0.61% | 0.65% | $101.6万 | 3,399股 | $114.5万 | 4,205股 | -806股-19.17% | 减仓 |
| EEPSILON ENERGY LTD COMEPSN |
| 0.57% | 0.59% | $94.4万 | 17.4万股 | $104.4万 | 16.9万股 | +5,000股+2.95% | 加仓 |
| V先锋领航全球基金VDC |
| 0.54% | 0.62% | $89.3万 | 3,959股 | $109.3万 | 4,866股 | -907股-18.64% | 减仓 |
 苹果AAPL |
| 0.52% | 0.45% | $87.5万 | 3,025股 | $79.6万 | 3,135股 | -110股-3.51% | 减仓 |
 亚马逊AMZN |
| 0.48% | 0.25% | $79.2万 | 3,325股 | $44.6万 | 2,140股 | +1,185股+55.37% | 加仓 |
 ALCON ORD SHSALC |
| 0.45% | 0.39% | $75.1万 | 1.1万股 | $69.5万 | 9,220股 | +1,965股+21.31% | 加仓 |
